How to Mark an Invoice as Paid Without Charging the Customer

Problem

You have invoices that need to be marked as paid in their customer profile, but you do not want to charge the customer for a payment processed outside of ServiceTitan. The invoices are marked as overdue and not paid.

Solution

1. Go to each invoice that needs to be marked as paid.

2. On the invoice screen, click Collect and apply payment.

3. On the Collect and Apply Payments screen, enter the payment details:        

   1. If you select a card on file or any payment type related to a credit card, click the down arrow on the Charge option and from the dropdown, select Save without Charging.

   2. If you select another payment type not outside of the card on file or any payment type related to a credit card, click Save.

4. Bypass the invoices marked as paid so duplicate payments do not appear in your accounting software.

Note: We recommend you create an adjustment on every invoice with the issue instead of creating a new invoice. For more, see Create an adjustment invoice.